+109.8%
AAPL vs ARES
+97.0%
+12.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARES | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.7% |
| 7D | -3.0% | -2.7% | -0.3% | -2.1% |
| 30D | +2.3% | -2.4% | +4.7% | +2.9% |
| 3M | +8.6% | +3.9% | +4.7% | +6.5% |
| 6M | +21.6% | +26.4% | -4.8% | +10.4% |
| YTD | +16.3% | -14.9% | +31.2% | +20.3% |
| 1Y | +35.1% | -20.4% | +55.5% | +42.2% |
| 3Y | +79.4% | +38.8% | +40.6% | +42.2% |
| 5Y | +109.8% | +97.0% | +12.9% | +33.1% |
| All | +109.8% | +97.0% | +12.8% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARES.
Daily Out/Under-Performance
Portfolio return minus ARES return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARES return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ARES wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling